Life Insurance Annual Review Letter For Clients and Family!
Dear Friends, One of the most proven ways to significantly grow your life insurance sales and income is to send a letter offering an annual review to your clients and family! We found this life insurance annual review letter approved by Sun Life of Canada. The life insurance annual review letter is designed to help you provide value-added service for your insurance clients. This life insurance annual review letter can help position you and your financial services positively with your clients! You need to be there when your insurance clients or a family member has had a life event change. Your regular life insurance client annual review is how you will significantly grow your life insurance sales and income!
Do you want to get off to a quick start this year? Then send everyone you know a life insurance annual review letter. But don’t just review the client’s life insurance policies. Do a full fact-find to help them find the money to spend, save, invest, insure, and plan wisely for the future! So that they can “Live Debt-Free and Truly Wealthy!“
Note: Client annual reviews are a critical key to your long-term success in selling life insurance. Annual reviews for your life insurance clients are how you become the trusted advisor in your local community! Life insurance annual reviews are how you get repeat sales and referrals from your clients. Client annual reviews are how you will significantly grow your life insurance sales and income!
You will also want to read… Why and How to Conduct Life Insurance Annual Client Reviews!
Life Insurance Annual Review Letter For Clients and Family!
Date: <Insert Date>
Dear Valued Client <Insert Name>:
First, let me take this opportunity to thank you for your continued business. I enjoy working with you and consider you an important client.
Over the years, I have found that many of my clients own life insurance policies, often from various companies.
Changing life events in families can trigger the need for regular annual reviews of life insurance policies and coverage.
A changing life event may arise when you or someone in your family enters retirement, changes marital status, becomes a grandparent or parent, or changes jobs or careers. If these, or other life events, have occurred since you purchased your life insurance policy, it may now be time for you to gain insight into your current life insurance needs.
To help you determine if your life insurance portfolio meets your current and long-term financial goals, my firm [Insert Name of Firm] is offering a complimentary life insurance annual review service. This review can help you monitor your financial picture, and help you make informed decisions about your life insurance portfolio and changing needs.
To take advantage of this complimentary service, you may call me at [insert telephone number] to schedule an appointment. I will be contacting you over the next few weeks to ensure that you have received this letter and to see if I can answer any questions you may have.
Again, thank you for the continued trust you have placed in me and my services.
When Will You Get The Best Life Insurance Annual Review Letters, Scripts, Sales Training, Coaching, And Support To Help Your Clients?
Learning how to help middle-income families find the money for a secure financial future is how you will quickly grow your life insurance sales and income! Conducting regular life insurance annual reviews to help your client find more money… This is how you will earn $250k or more per year selling life insurance! When will you send your life insurance clients and everyone you know an annual review letter?
Revealed… The Only 90-day Life Insurance Agent Training, Coaching, and Sales Support, With A Client Annual Review Letter Program… To Learn How To Help Families! So You Sell Life Insurance And Annuities Like The Legends!
Our Trusted Advisor Success Program™ (Life insurance marketing and sales success training system, with annual reviews)! This is about you learning to specialize in helping middle-income families find the money to Live Debt-Free And Truly Wealthy! It is about you helping middle-income families find the money to get all the cash-value life insurance they need to protect their families. While you help them find the money to save for a tax-free retirement, save for college, create a family bank, etc. (Using cash value life insurance and annuities!)
Check out our Trusted Advisor Success Program™! Because you will get 90 days of personal life insurance agent success training, coaching, and mentoring… with back-office sales support! All from a team of life insurance marketing and sales coaches who have been training agents and advisors for over 40 years to specialize in helping middle-income families find the money… It is the best life insurance marketing and sales system, with annual client reviews and agent training to guarantee you will earn $250k or more per year selling life insurance! So you will grow your life insurance sales and income to earn $250k or more per year!
You will get the best agent marketing training to find and attract your best life insurance sales leads/prospects. So you will set great insurance sales appointments.
Then you will get the best insurance agent sales training to show you how to help middle-income families see and want to solve their immediate money problems. We will also show you how you can help middle-income families find the money so that they can buy life insurance right now!
Then you will get the best agent sales training to learn the best ways for you to present your solutions to your insurance clients and prospects… To close 9 out of 10 life insurance sales. So you will grow your life insurance sales and income to earn $250k or more per year like the Legends.
It is the best-specialized life insurance marketing and sales success system, training, coaching, and support for agents and advisors to learn how to grow your life insurance sales and income!
Discover The Best Life Insurance Marketing Strategies, With Annual Client Reviews For Easy Sales And Client Referrals!
Inside our Trusted Advisor Success Program™, you will find all the best life insurance marketing plans, sales strategies, and ideas laid out for you! You will learn the best ways for you to use Joint Ventures; Educational Workshops and Seminars; Booklets and Free Reports; Referred Leads; Social Media; Client Newsletters; Annual Reviews; and more to find life insurance clients – with all the tools, scripts, letters, and more. Now you can find and attract your best life insurance prospects, set your best sales appointments, and grow your sales and income! Because your ‘specialized marketing message’ to everyone will be all about how you help middle-income families to find the money to “Live Debt Free and Truly Wealthy!”
INCLUDES… The best life insurance marketing, agent sales success training, coaching, and support to grow your sales and income! It is everything you need to find the money to use all the HOT Sales Concepts… Wealth In Motion, Infinite Banking. Missed Fortune, Circle Of Wealth, Wealth Beyond Wall Street, Tax-Free Retirement, and more… Because they are part of our Trusted Advisor Success Program™. Now you can help middle-income families – not just the wealthy!
Includes… Our Found Money Management™ Tool Kit (Life insurance marketing and sales success training system),
Includes… Our How To Close 9 Out Of 10 Insurance Sales – Life Insurance Sales Success Training Program And Videos,
And Includes… Membership to Our Private Site at $39.95 per month after the first month,
Includes… 90 Days of Personal Insurance Agent Success Training, Coaching, and Back-office Sales Support Worth $2,097!
When will you get the best life insurance sales training for agents? When will you do an annual review for your life insurance clients? So you can learn how to really help your insurance clients? Conducting regular annual reviews with clients is how you will successfully grow your life insurance and annuity sales. Send your life insurance annual review letter to clients and follow up with a phone call!
Fast Track Advisor Guide To… ‘Real Financial Planning’ Only $9.95
Whether you believe you are just an Agent, an Advisor, or a Planner… The truth is if we help people with their finances, then we are all financial planners. (Whether you are allowed to use that title or not!) Do you want to reach the ‘Highest Levels of Achievement’ in your career? Then you must learn what ‘Real Financial Planning’ is all about! Because it is not about you, your credentials, your products, investment returns, price, or the companies you represent. It is About You Truly Helping People… to spend, save, invest, insure, and plan wisely for the future, to achieve financial independence. it is how you will significantly grow your life insurance sales and income! (43 Pages) It is an immediate download… Order Here
Are You Asking Your Clients Enough Insurance Sales Questions? Only $39.95
One of the recurring topics we write about each week… and talk about every day is asking your insurance clients the right sales questions. And then ask your insurance clients enough sales questions! That is because asking your clients questions is one of, if not the biggest key to your success in insurance sales. Accordingly, agents have been asking us for a complete list of probing sales questions to use with their insurance clients! As a result, we have compiled a list of all of our favorite insurance sales questions. And we put them all into our limited edition e-book… Are You Asking Enough Insurance Sales Questions? In this 24-page guide, you will find our goldmine of sales questions that you should be asking your insurance clients to set appointments and grow your life insurance sales. More Details! Immediate Download… Order Now!
A huge key to attracting prospects, setting better appointments, closing sales, increasing your income, and being a success selling life insurance is and always will be getting the agent training to ask enough of the right sales questions! Especially When You Do Annual Reviews With Life Insurance Clients – If You Want Easy Insurance Sales And Referrals!
When Will You Learn How To Help Your Insurance Clients? So You Will Make More Money Selling Life Insurance!
Middle American Family’s Guide To: Living Debt-Free And Truly Wealthy!
By Lew Nason, LUTCF, CTA, RFC Retired, And Jeremy Nason RFC, CTA
We urge you to take the time to read our 20-chapter book… ‘Middle American Family’s Guide To Living-Debt-Free And Truly Wealthy!” Because we give you complete strategies, on how you can help middle-income families find the money to spend, save, invest, insure, and plan wisely for a secure future! So that you can help families to “Live Debt-Free and Truly Wealthy!” As a result, by the end of the book, you will understand our philosophies, concepts, and techniques. And finally, you will know how you can make a real difference by helping your family, friends, clients, and neighbors get rid of their debt. So they can save for retirement… And so they will have a secure financial future! Helping families is how you grow your life insurance sales and income! Only $18.97… PDF, Immediate Download, ORDER Now!
Important Question…Are you in this insurance business just to make sales? Or are you really interested in helping families? Who do you think your insurance prospects want to see? Do they want to meet with an insurance salesperson – or a Trusted Advisor who is doing their best to help them? When will you decide to make a real difference in people’s lives? The more you learn to help families with client annual life insurance reviews the more you will learn to help yourself and your family! Nothing will change until you decide to take action to make it change!